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Graney & King’s Schwab US Large- Cap ETF SCHX Stock Holding History

Graney & King’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.74K Hold
161
– – ﹤0.01% 288
2026
Q1 		$4.12K Buy
161
+1
+0.6% +$27 ﹤0.01% 280
2025
Q4 		$4.31K Hold
160
– – ﹤0.01% 279
2025
Q3 		$4.21K Buy
160
+1
+0.6% +$25 ﹤0.01% 275
2025
Q2 		$3.89K Hold
159
– – ﹤0.01% 267
2025
Q1 		$3.51K Buy
159
+1
+0.6% +$23 ﹤0.01% 267
2024
Q4 		$3.67K Buy
+158
New +$3.68K ﹤0.01% 249

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Graney & King's SCHX Position: Q2 2026 in Review

Graney & King held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 161 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Graney & King first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Graney & King held 161 shares of Schwab US Large- Cap ETF worth $4.74K as of Q2 2026.
  • Graney & King left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Graney & King's portfolio in Q2 2026, its #288 holding.
  • Graney & King first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.